Our Clients

We view our clients as partners - our success is dictated by their success. Keygent is independently operated and 100% employee-owned; therefore, our work is not influenced or compromised by outside parties or a corporate parent or subsidiary. Without these extraneous influences, we are able to focus on building solutions with ongoing objectives. We view our client relationships with a long-term perspective and do not value our clients on a transactional basis.

Financial Advisory

Palo Alto Unified School District went through a thorough RFP and evaluation process to select a financial advisor to manage its bond program. Keygent was selected as a result of its capability to identify issues and provide practical solutions supported by quantitative evidence.

Robert Golton
Chief Business Official
Palo Alto Unified School District

We feel extremely fortunate to have Keygent serving as our financial advisor. We're particularly grateful for Keygent's attention to detail and for its outstanding customer service.

Craig Goldman
Superintendent
Mountain View Whisman School District

The senior Keygent advisors were much more accessible than senior people at other firms. They demonstrated the highest degree of competency and were available whenever I needed them. They always exceed expectations.

Elizabeth McManus
Deputy Superintendent, Business Services
San Mateo Union High School District

One of the aspects I most appreciate is that Keygent always presents options backed by quantitative analysis and real-time information. It is clear that their advice and guidance are not developed to satisfy the biases of any of the key stakeholders involved or outside interests.

Michael Calegari
Vice President, Administrative Services
Ohlone Community College District

We relied on Keygent to provide us independent advice when selling our bonds. With the complexity of financial markets and various competing interests, we valued their expertise and guidance in getting the best deal.

Luz Cázares
Assistant Superintendent, Business Services
Pleasanton Unified School District

Keygent has provided the Salinas Union High School District (SUHSD) with the expertise and knowledge required to maintain valid cash flow projections and has also provided the required resources needed (TRANS) when projections reflect the need for additional cash to enable the district to maintain a positive cash balance. At a time when there are so many unknown variables in the district's financials due to the State's budget, Keygent assists the SUHSD with invaluable knowledge regarding the state's financial status so that the district is able to adjust its financials so as to plan and project a more accurate budget.

James Earhart
Superintendent
Salinas Union High School District

RecoveryMax Benefit Review

Keygent was instrumental in improving our health and welfare benefit plans accounting. Keygent’s consultants were able to identify redundancies and inefficiencies. By listening to Keygent’s advice, our district implemented new processes and procedures to increase operational efficiency and significantly reduce benefit costs.

Song Chin-Bendib
Assistant Superintendent, Business Services
San Leandro Unified School District

We knew that there were areas in our health and welfare benefit plans that had inefficiencies, but we did not have the man power to tackle the issue nor did we know the magnitude of the disparity. We brought in Keygent to help us. Through their RecoveryMax Benefit Review services, we now know!

Marcia Wade
Vice President, Human Resources
Santa Monica College

Keygent provided our district professional, independent strategic research that uncovered areas of overpayment in our medical, dental and vision insurance coverage.

Steve Romines
Assistant Superintendent, Business Services
Manhattan Beach Unified School District

Keygent’s RecoveryMax Benefit Review service was eye-opening. We saved nearly a million dollars in health and welfare benefit savings. Even better, they were able to recoup thousands of dollars of overpaid premiums from our insurance providers.

Jose Fernandez
Superintendent
Centinela Valley Union High School District

In the current economic environment, Keygent’s RecoveryMax Benefit Review is a must for any public agency. With Keygent’s contingent based fee, you have nothing to lose and all to gain.

Enrique Navas
Assistant Superintendent, Administrative Services
Sequoia Union High School District

MuniBond Continuing Disclosure

Continuing disclosure requirements are often overlooked by issuers and this oversight can jeopardize the timing of financings. Keygent’s continuing disclosure services group has the experience and dedication to help issuers comply with their requirements.

David Casnocha
Stradling Yocca Carlson & Rauth

Keygent’s MuniBond Program provides phenomenal customer service at competitive rates which were below most service providers. Keygent’s partners are industry experts whom you can trust.

Elizabeth McManus
Deputy Superintendent, Business Services
San Mateo Union High School District

Keygent’s MuniBond Continuing Disclosure Services helped us file our annual report on-time. Their seamless process enabled us to meet all of our compliance requirements without wasting valuable District resources – time and money.

Sandra Lepley
Assistant Superintendent, Business Services (Former)
Pleasanton Unified School District

We selected Keygent because of their experience in the municipal bond industry, their knowledge of our district, and their commitment to client service.

Michael Clear
Assistant Superintendent, Business Services
Newhall School District

Keygent is responsive and diligent. They provide significantly more services than other dissemination agents.

Eva Rae Lueck
Chief Business and Financial Officer
Glendale Unified School District